SourcingSourcing

HC CAPITAL PARTNERS, LLC

C34
CRD 160737·SEC 801-73781·WEST CONSHOHOCKEN, PA
AUM
$5.21B
$1B+
Est. Revenue
$52.1M
@ 1% on AUM
Est. EBITDA
$15.6M
@ 30% margin
Est. Deal Value
$125.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HC CAPITAL PARTNERS, LLC
CRD
160737
SEC file #
801-73781
EIN
833858521
DBA names
—

Economics

AUM
$5.21B
AUM band
$1B+
AUM trajectory
'20'26
$995.4M → $5.21B▲ +424%
Client mix
Pooled Investment Vehicles29

Operations

Employees (total)
0
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
WEST CONSHOHOCKEN PA
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HIRTLE, CALLAGHAN & CO., LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
HIRTLE, CALLAGHAN & CO., LLC
HIRTLE, JONATHAN, JACOB
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001773664
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2019-05-13
Edgar Last Filing Date
2026-01-30
Edgar Form D Count
10
Edgar Form D Offerings
2026-01-302026-01-30 · 0001773664-26-000001
2025-01-312025-01-31 · 0001773664-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Bny Mellon112
E*trade4
Edgar Addresses
Mailing
C/O HIRTLE CALLAGHAN GP, LLC300 BARR HARBOR DRIVE, 5TH FLOORWEST CONSHOHOCKEN, PA 19428-2998
Business
C/O HIRTLE CALLAGHAN GP, LLC300 BARR HARBOR DRIVE, 5TH FLOORWEST CONSHOHOCKEN, PA 19428-2998
Edgar EIN
833858521
Edgar Recent Filings
D/A2026-01-30 · 0001773664-26-000001
D/A2025-01-31 · 0001773664-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
105403
Trust Company Affiliate
Yes

People (4)

4
HIRTLE, CALLAGHAN & CO., LLC
Direct Owner · 87.5%
105403
HIRTLE, JONATHAN, JACOB
Executive Officer · 2.5%
1076063
EHTISHAM, SYED, UMAR FAISAL
Executive Officer · 2.5%
5255031
EISNER, JAMIE, ROBERT
Executive Officer · 2.5%
7041895